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Brookfield Renewable Partners L.P. (BEP.UN $36.23)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $37.65)
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Enbridge Inc (ENB $44.15)
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Fortis Inc. (FTS $46.88)
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TC Energy Corporation (TRP $47.40)
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Banco Latinoamericano de Comercio Exterior S.A. (BLX $40.71)
Q: Hi,
I've been very careful in the last year with stock market at all time high and I've been building a relatively high position in utilities in my portfolio and I am clearly overweight in utilities. I know that timing the market perfectly is impossible but at what point in time would you suggest to start unloading utilities? Do you think that there is still some upside in these names due the Tariffs and the associated panic in the market? If you had 3 companies to sell now in my list which companies would you unload first. Thank you!
I've been very careful in the last year with stock market at all time high and I've been building a relatively high position in utilities in my portfolio and I am clearly overweight in utilities. I know that timing the market perfectly is impossible but at what point in time would you suggest to start unloading utilities? Do you think that there is still some upside in these names due the Tariffs and the associated panic in the market? If you had 3 companies to sell now in my list which companies would you unload first. Thank you!
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Eli Lilly and Company (LLY $772.87)
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Walmart Inc. (WMT $99.35)
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Enbridge Inc. (ENB $60.32)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,453.09)
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Brookfield Renewable Partners L.P. (BEP.UN $36.23)
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ARC Resources Ltd. (ARX $27.30)
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Tourmaline Oil Corp. (TOU $62.79)
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WSP Global Inc. (WSP $281.50)
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Pan American Silver Corp. (PAAS $40.10)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.33)
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goeasy Ltd. (GSY $170.20)
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TerraVest Industries Inc. (TVK $165.96)
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Aritzia Inc. Subordinate Voting Shares (ATZ $74.15)
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WELL Health Technologies Corp. (WELL $4.23)
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Fortis Inc. (FTS $46.88)
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Boyd Group Services Inc. (BYD $214.03)
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VanEck Junior Gold Miners ETF (GDXJ $69.02)
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Ninepoint Energy Income FUnd (NRGI)
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Brookfield Corporation Class A Limited Voting Shares (BN $85.98)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.83)
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Costco CDR (CAD Hedged) (COST $45.23)
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Microsoft CDR (CAD Hedged) (MSFT $35.88)
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Alphabet CDR (CAD Hedged) (GOOG $29.15)
Q: Hi group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
Q: Hello Team,Could you tell me the average return, capital gain plus dividends of these two companies over the last ten years.
Thank You,
Barry
Thank You,
Barry